# SMS-Magic Converse Salesforce App

> **Source**: [SMS-Magic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app)
>
> <p>The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.</p>

## Browse Collection

1. [Managing Conversations & Responses](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/g119eTAOSes-managing-conversations-responses.md) (Article)
2. [User Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/En3lMlNjU8Y-user-management.md) (Article)
3. [Introduction - Multichannel compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/04Z1badp4Dc-introduction-multichannel-compliance.md) (Article)
4. [Overview - App Navigation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yaDv2U8vifI-overview-app-navigation.md) (Article)
5. [SMS-Magic Setup & Installation](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/fIQeloTOs50-sms-magic-setup-installation.md) (Article)
6. [Overview - SMS Reports and Dashboards](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md) (Article)
7. [Capturing Basic consumer info & syncing with CRM](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xJVdzBH0Zpg-capturing-basic-consumer-info-syncing-with-crm.md) (Article)
8. [Automating Conversations with Conversation flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/pXwYDO2DfQI-automating-conversations-with-conversation-flow.md) (Article)
9. [Integrating Conversive Button with your Website](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VoxLa9aFVzs-integrating-conversive-button-with-your-website.md) (Article)
10. [Creating Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9Xi2T1Pylh8-creating-conversive-buttons.md) (Article)
11. [Getting Started with Conversive Buttons](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL1oASvC3i8-getting-started-with-conversive-buttons.md) (Article)
12. [New Onboarding via Salesforce AppExchange](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/I1OfSvXI5jw-new-onboarding-via-salesforce-appexchange.md) (Article)
13. [Overview - WhatsApp channel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BFdvSYzn4qA-overview-whatsapp-channel.md) (Article)
14. [Create a New Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yg40DIZ8img-create-a-new-template.md) (Article)
15. [Create New Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md) (Article)
16. [Create New Rich Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md) (Article)
17. [Edit a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2APLxMEISzM-edit-a-template.md) (Article)
18. [Change the Template Owner](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4zn32gkZEFw-change-the-template-owner.md) (Article)
19. [Delete a Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5337gE1C2pQ-delete-a-template.md) (Article)
20. [Search Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/yzPDtPFSP2Y-search-template.md) (Article)
21. [Filter Template](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W45yp40aY6Q-filter-template.md) (Article)
22. [Workspace Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/NyQKm8SBYvg-workspace-overview.md) (Article)
23. [Configurate Notifications for New Conversations ](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md) (Article)
24. [Overview - Converse Apps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ykb2sC2I2iA-overview-converse-apps.md) (Article)
25. [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md) (Article)
26. [Setup Organization-Wide Email Address](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/EdwHQf2g65I-setup-organization-wide-email-address.md) (Article)
27. [Manage Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/manage-access.md) (Article)
28. [Setup Email Services](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t8AF47mnhD0-setup-email-services.md) (Article)
29. [Email to Text – FAQs](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wPdjy6Se0pc-email-to-text-faqs.md) (Article)
30. [Enable Notification](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gVjK4LLMsM8-enable-notification.md) (Article)
31. [Create an Email Template (Optional)](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GV2DgVUAy6k-create-an-email-template-optional.md) (Article)
32. [Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/xusbm4l2PcM-overview.md) (Article)
33. [Email To Text Overview](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/XN6XAeKDFt8-email-to-text-overview.md) (Article)
34. [Overview - Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GK9tsXRB0Rs-overview-facebook-messaging.md) (Article)
35. [Send a New Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9hK9A3bUn38-send-a-new-message.md) (Article)
36. [Send a Multimedia Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/92Pc4EokREo-send-a-multimedia-message.md) (Article)
37. [Reply to a Message](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Bxv7oh1vfCg-reply-to-a-message.md) (Article)
38. [Send a Message from Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PqODCulW220-send-a-message-from-converse-inbox.md) (Article)
39. [Send a Message from Record Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1jrUmcJUjJA-send-a-message-from-record-details.md) (Article)
40. [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md) (Article)
41. [Send Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4s6vXaUqrjM-send-bulk-sms.md) (Article)
42. [Schedule Bulk SMS](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2TkKQ4FjHg8-schedule-bulk-sms.md) (Article)
43. [Permission Management](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/w1eIDTRHdfs-permission-management.md) (Article)
44. [Overview - converse desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/5xkPV1QW3G0-overview-converse-desk.md) (Article)
45. [FAQ Bot](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/6ReFmf74mPA-faq-bot.md) (Article)
46. [Conversations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4DvfPbEyZ2k-conversations.md) (Article)
47. [Sender ID and Assignment](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8gbbufQ5jqM-sender-id-and-assignment.md) (Article)
48. [Message Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Su3AwPRgXPQ-message-configuration.md) (Article)
49. [License Feature Access](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/49nnhu7L60g-license-feature-access.md) (Article)
50. [Usecases Embedded in Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9wUQUE6U6Do-usecases-embedded-in-salesforce.md) (Video)
51. [Overview - Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ZuzUXsKtRGU-overview-campaign-manager.md) (Article)
52. [Understanding Facebook Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/t42feYsCgKU-understanding-facebook-messaging.md) (Article)
53. [Add Navigation Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/mdK3Q4cw4DU-add-navigation-bar.md) (Article)
54. [Create a New Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/F8demj8m7O8-create-a-new-converse-app.md) (Article)
55. [Configuring User Profiles](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/eE63F7rmLlM-configuring-user-profiles.md) (Article)
56. [Search Conversations in Converse Desk](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bVmBx8fqtvY-search-conversations-in-converse-desk.md) (Article)
57. [Prerequisites](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DvdL66nbUgM-prerequisites.md) (Article)
58. [Converse Dashboard - User](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ql1r9wYNQZE-converse-dashboard-user.md) (Article)
59. [Features Available as per the Selected Plan](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/0hLwVF36BTw-features-available-as-per-the-selected-plan.md) (Article)
60. [Configure Audit Database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/QMJ64yDKKTM-configure-audit-database.md) (Article)
61. [Workspace Embedded in Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GmbWMHEj55s-workspace-embedded-in-salesforce.md) (Video)
62. [Understanding WhatsApp Messaging](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/v23bWOQnjoE-understanding-whatsapp-messaging.md) (Article)
63. [Steps to get started and configure WhatsApp-enabled business number](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md) (Article)
64. [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md) (Article)
65. [Compliance](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Z3t4S3wU3vI-compliance.md) (Article)
66. [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md) (Article)
67. [Converse Dashboard - Team](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/9A2hqn09NN8-converse-dashboard-team.md) (Article)
68. [Add Message Flow](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/7mc4vpLvJgI-add-message-flow.md) (Article)
69. [URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8k3Jt1UFABE-url-shortening.md) (Article)
70. [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md) (Article)
71. [Pick & Choose - Additional configurations](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CGZu3H2lxhc-pick-choose-additional-configurations.md) (Article)
72. [Configure Consent Method](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/gzfdHlh1mz4-configure-consent-method.md) (Article)
73. [Manual Sync-up of System Settings](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/HavUvP6w6pk-manual-sync-up-of-system-settings.md) (Article)
74. [Expiring Short Links](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/A33NDXg4j44-expiring-short-links.md) (Article)
75. [Use Action Key](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Tmw60vWC9jg-use-action-key.md) (Article)
76. [Conversations in Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/U6RVM28z6zE-conversations-in-converse-inbox.md) (Article)
77. [Overview - Configure Converse Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PUEE4m3s57U-overview-configure-converse-inbox.md) (Article)
78. [Create Double Opt-In Configuration](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/90wXodwrqE4-create-double-opt-in-configuration.md) (Article)
79. [Access Campaign Manager](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/DrBx1QgraF0-access-campaign-manager.md) (Article)
80. [Connect Production Accounts from Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md) (Article)
81. [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md) (Article)
82. [Creating WhatsApp Templates](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/3dasNhzayr0-creating-whatsapp-templates.md) (Article)
83. [Converse Dashboard - Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/lUnQ794NTWI-converse-dashboard-messages.md) (Article)
84. [SMS Magic - System Update Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Xhr8aykESO4-sms-magic-system-update-notifications.md) (Article)
85. [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md) (Article)
86. [View Conversation Details](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/bf3b4wqG9V4-view-conversation-details.md) (Article)
87. [Overview - Analytics Dashboard](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/jbuXJpvfZO8-overview-analytics-dashboard.md) (Article)
88. [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md) (Article)
89. [Create a Campaign](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/1PrKW8L0WOA-create-a-campaign.md) (Article)
90. [Deleting Short URL](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/rqn1sHIEOiE-deleting-short-url.md) (Article)
91. [Connect Salesforce Sandbox from Workspace
](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md) (Article)
92. [Configure Keywords](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/uBHbOm8A3Lc-configure-keywords.md) (Article)
93. [Search Converse App](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/J6VmwmfZofI-search-converse-app.md) (Article)
94. [Steps to Configure Sender ID and Message Templates in SMS-Magic Converse](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md) (Article)
95. [FAQ’s](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/cUAsdzbODuo-faq-s.md) (Article)
96. [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md) (Article)
97. [Campaign Results](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/4wEDNPV7MM8-campaign-results.md) (Article)
98. [Introduction - Create consent database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL2BaO1wGms-introduction-create-consent-database.md) (Article)
99. [Automation of URL Shortening](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VZAWGOVVLrE-automation-of-url-shortening.md) (Article)
100. [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md) (Article)
101. [Upgrade Package Version From Workspace](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md) (Article)
102. [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md) (Article)
103. [Trigger a Message Action from Flows](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/2eP2qVjhGsc-trigger-a-message-action-from-flows.md) (Article)
104. [Consent Status](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/CoYxwuXZF2E-consent-status.md) (Article)
105. [View Campaigns](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/IGqgZAdpmwg-view-campaigns.md) (Article)
106. [Configure Custom Inbox](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/aTs1hvOko5I-configure-custom-inbox.md) (Article)
107. [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md) (Article)
108. [Opt-Out Analysis](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/48GUSi283Q8-opt-out-analysis.md) (Article)
109. [Facebook Policy Violation Notifications](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Uh2llV1g8ec-facebook-policy-violation-notifications.md) (Article)
110. [Create Consent Automatically](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Jrl8GNxod6s-create-consent-automatically.md) (Article)
111. [Conversation Filters](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/8pkHQBzuRpQ-conversation-filters.md) (Article)
112. [Compliance Enforcement Stats](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/nNIiXBTZ33k-compliance-enforcement-stats.md) (Article)
113. [SMS-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md) (Article)
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---

# ARTICLE: Configure Audit Database

## METADATA

- id: nywU0keTlx0c6lz466H4jA
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/QMJ64yDKKTM-configure-audit-database

- collection_url: https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app

## CONTENT

All consent received through web forms, emails or those that are created manually must be maintained in the form of individual records within a defined database also known as the Consent Database. This is a mandatory requirement by all regulatory bodies.
Consent records need to be maintained for a period of 4 years from the date of its creation.

Consent records are created based on two mandatory parameters, namely, phone numbers and Sender ID.
To send a text message, you need to define a default phone number. All messages sent from this phone number will be considered for creating the consent record.

While configuring the consent database there are two things that you need to define:

- Consent Record Parameters
- Methods of Input

#### Consent Record Parameters

The Sender ID is another important parameter that needs to be defined in order to create consent records.
Sender IDs indicate the sender address. It could be a name, number or a combination of both and displays on the recipient's mobile device under the "From" address.

Consent sent from two different Sender IDs will be included as separate consent records. When you are combining phone number and Sender ID as the consent record parameter, both should be unique to create a unique consent record.

Consent records can also be recorded based on the Content-type. This is used by teams like marketing, sales, service, and others, to pursue their individual marketing requirements. Content types, like event notifications, email alerts, job notifications, service reminders and so on, can be designed for special events or campaigns run and managed by these teams.

The advantage of defining content types as a parameter for collecting consent is that you can define keywords specific to that content type. Therefore, when consent is revoked on one specific content-type you can still reach out to customers with other content-type messages.

Any change in consent status requested by customers should be tracked and recorded as part of an audit history. This can be viewed on the record detail page. It is also available as an independent object and can be viewed on the SMS-Magic Converse main menu.

You can define consent record parameters in four possible combinations. The table shown below explains each of these combinations.

FIELD

DESCRIPTION

Mobile Number

When you enable mobile number as a parameter to create consent records, all consent will be accepted only when responses are received through the mobile number the customer provides.

This is a mandatory parameter and will have to be included in every combination.

When you define mobile number as the only parameter, consent will be accepted irrespective of the Sender ID it is sent from.

Mobile Number and Sender ID

When you enable these two parameters, consent will be registered when responses are received from the registered mobile number of the customer and from the Sender ID specified .

Mobile Number and Content Type

When you enable these two parameters, consent records will be registered when responses are received from the registered phone number and for a specific Content-type sent to the customer.

Content-type refers to a specialized content sent to the customer. For example, Promotions, Notifications and so on.

Mobile Number, Content-type and Sender ID

When you enable these parameters, consent records will be registered against responses received from the defined mobile number of the customer, for a specific Content-type, and displaying the specified Sender ID.

#### Methods Of Input

Consent is captured through text messaging, paper forms, emails or web forms. All these varied methods of input can be categorised under three broad heads. These are as follows:

**Mobile** - You can print the mobile numbers on billboards, posters or print ads in order to encourage customers to share their consent for receiving updates on your products and services. When customers send in their consent through these numbers, the input source is recorded as Mobile. 

**Online -** All Web forms or partner sources sending in new lead information are considered as valid sources for collecting consent. However, it is recommended that you provide explicit instructions to customers to perform a specific action (like selecting a checkbox or clicking a Submit button) in order to submit their consent. Once submitted the database can record the input source as Online.

**Offline -** All physical forms like contracts or other paper forms can also be used to collect consent requests. Even for physical forms, you need to mention the specific action the customer needs to perform in order to send in their request. All requests collected through paper forms need to be added in the consent database with its input source as Offline.

Consent once captured in the consent database needs to mention the input source that has been used to collect it. Create a Comments field in the Consent object that will capture information on the input source for collecting the consent.
Similarly the lead or Contact object record also needs to be updated with a custom field that will comprise details on how the record is being created. This is a recommended practice for maintaining the audit details.

The **Methods of Input** section will also appear only the first time you are configuring the compliance details.

#### To Setup Consent Database

1. Under **Setup Consent Database**, select the relevant parameters to define consent record.

- *[Image]*
- Click **Learn more** to know more about the individual consent record parameters combination you may select.
- The **View Sample Database** is available only the first time you start configuring compliance.
- Click **View Consent Records** to create new consent records.
This feature will be available only after you complete the compliance settings.

Refer to the section on [Create Consent Database](https://docs.sms-magic.com/rX9XdO2FY0Q-sms-magic-converse-salesforce-app/wL2BaO1wGms-introduction-create-consent-database) for more details on creating consent records.

1. Enable the **This is required when you need to manually capture or revoke consent** option if you want to allow agents to add consent records manually.

In addition to enabling this feature, you have to provide users with the custom permission **AllowToAddManualConsent** to help them create and update consent record database

1. The confirmation dialog box appears informing you that once saved you cannot change the selected record parameters.

*[Image]*

1. Click **Confirm**. The record parameters are updated.
2. Click **Next**.

The **Next** button appears only when you are configuring the compliance for the first time.